Current Value
Goal
Buy
Dividends
Return
Total Gain
Pct of Portfolio
Reported
Reviewed
Current Price
Average Paid
PH Parker-Hannifin Corporati
10-31-24
1-18-24
640.08
Quality
Quality
Story
Predictability
1 Year Total Return
31.38
3 Year Total Return
19.91
10 Year Total Return
17
Years
1
2
3
4
5
6
7
8
9
10
Revenue CAGR
6
13
12
11
7
6
8
7
5
4
Eps Cagr (F) 14
18
16
19
24
17
16
18
19
15
15
Eps 10 Yr 80%
18
15
25
39
-9
15
27
25
-10
12
Eps 20 Yr 70%
3
-16
17
88
9
-45
20
31
17
58
1Year Div Growth
10.97
3Year Div Growth
18.27
5Year Div Growth
13.95
10Year Div Growth
12.56
Dividend Yield
1.02
Dividend Yield with Buy Backs
1.57
5 Year Average Dividend Yield
1.51
5 Year YOC
1.98
Payout
28%
Moat
Beta
1.1
ROIC Now
0.0
ROIC Times Growth
0
Share Count CAGR
0.00
Analyst Recommendations
4.0
Credit Rating
BBB+
Debt to Ebitda
0.0
Debt to Capital
0.48
Nicholas Ward
2024-01-18
EARNINGS REPORTED
10-31-2024
Ignore
MS
PE15
Avg PE
Avg Yield
Flags
Watch
Hold Buys
Hold Automated
Margin of Safety
-40
-35
-30
-25
-20
-15
-10
-5
0
5
10
15
20
25
-10
-5
0
5
10
15
20
25
30
35
40
45
50
55 *
ROIC PE Actual
A
B
C
D
F
X
ROIC PE Value
A
B
C
D
F
X
Growth: 13.5 ROIC: 0.0 Trailing PE: 28.7 Forward PE: 23.6
Gro
4%
8%
10%
12%
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
>40
<3
3%
12.5
12.9
13.3
13.8
14.3
14.4
14.5
14.7
14.9
15.1
15.3
15.5
15.7
15.9
16.1
16.3
16.5
4%
7.1
12.5
13.1
13.8
14.5
15.2
15.4
15.6
15.8
16.1
16.3
16.6
16.8
17.1
17.3
17.6
17.8
18.1
5%
12.5
13.4
14.3
15.2
16.1
16.4
16.7
17.0
17.3
17.6
17.9
18.2
18.5
18.8
19.1
19.4
19.7
6%
3.3
12.5
13.6
14.8
15.9
17.1
17.4
17.8
18.2
18.6
19.0
19.4
19.8
20.2
20.6
21.0
21.4
21.8
7%
12.5
13.9
15.3
16.7
18.2
18.7
19.2
19.7
20.2
20.7
21.2
21.7
22.2
22.7
23.2
23.7
24.2
8%
0
12.5
14.2
15.9
17.6
19.4
20.0
20.6
21.2
21.8
22.4
23.0
23.6
24.2
24.8
25.4
26.0
26.6
9%
0
12.5
14.5
16.6
18.7
20.9
21.6
22.3
23.0
23.7
24.4
25.1
25.8
26.5
27.2
27.9
28.6
29.3
10%
0
12.5
14.9
17.4
19.9
22.4
23.2
24.0
24.8
25.7
26.5
27.4
28.2
29.1
29.9
30.8
31.6
32.5
11%
12.5
15.3
18.2
21.0
23.9
24.8
25.7
26.7
27.7
28.7
29.7
30.7
31.7
32.7
33.7
34.7
35.7
12%
12.5
15.7
18.9
22.1
25.4
26.4
27.4
28.5
29.6
30.7
31.8
32.9
34.0
35.1
36.2
37.3
38.4
13%
12.5
16.1
19.8
23.2
26.9
28.0
29.1
30.3
31.5
32.7
33.9
35.1
36.3
37.5
38.8
39.9
41.1
14% *
12.5
16.5
20.7
24.3
28.4
29.6
30.8
32.1
33.4
34.7
36.0
37.3
38.6
39.9
41.4
42.5
43.8
15%
12.5
16.9
21.6
25.4
29.9
31.2
32.5
33.9
35.3
36.7
38.1
39.5
40.9
42.3
44.0
45.1
46.5
16%
12.5
17.3
22.5
26.5
31.4
32.8
34.2
35.7
37.2
38.7
40.2
41.7
43.2
44.7
46.6
47.7
49.2
17%
12.5
17.7
23.4
27.6
32.9
34.4
35.9
37.5
39.1
40.7
42.3
43.9
45.5
47.1
49.2
50.3
51.9
18%
12.5
18.1
24.3
28.7
34.4
36.0
37.6
39.3
41.0
42.7
44.4
46.1
47.8
49.5
51.8
52.9
54.6
>18
Code
A
B
C
D
F
P
S
X
Wide
Narrow
None
AAA
AA+
AA
AA-
A+
A
A-
No debt
BBB+
BBB
BBB-
< BBB
None
1
2
3
4
5
None
A++
A+
A
B++
B+
B
<B
None
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
None
Safety Score
Exchange
Price
Price
MS Stars
DAY
-0.90
1W
643.81
-8.58
-1.33
2W
647.20
-11.97
-1.85
4W
696.16
-60.93
-8.75
8W
695.58
-60.35
-8.68
12W
637.15
-1.92
-0.30
26W
505.50
129.73
25.66
52W
453.55
181.68
40.06
Target
44%
Morningstar Target
44%
Analyst Target
-14%
Dividend Radar Fair Value
22%
Trailing PE
29
Forward PE
24
Vs. 5 Year P/E (27%)
127
Vs. 5 Year Dividend Yield
147
Expected PE based on ROIC and Growth
Dip
8
52 Week Low
450
52 Week High
712
X
With 0% Margin of Safety
446.00
194.08
43.52%
My Fair Value
446.00
194.08
43.52%
Analyst Target
741.40
-101.32
-13.67%
Average Value
438.89
201.19
45.84%
+ Morningstar Value
446.00
194.08
43.52%
- PE 15 Value
420.00
220.08
52.40%
- Average PE Value
0.00
0.00
0.00%
+ Avg Yield Value
431.79
208.29
48.24%
- Div Radar Value
640.08
0.00
0.00%